HoldingsChannel.com
Jag Capital Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
Microsoft Corporation 236,156 -42,010 $37,244
     MSFT236,156-42,010$37,244
Amazon.com Inc. 16,912 +1,725 $32,973
     AMZN16,912+1,725$32,973
Adobe Inc 88,169 -3,464 $28,058
     ADBE88,169-3,464$28,058
Nvidia Corp. 83,081 -4,740 $21,900
     NVDA83,081-4,740$21,900
PayPal Hldgs Inc 224,879 +36,493 $21,530
     PYPL224,879+36,493$21,530
Alphabet Inc Class A 17,858 +5,086 $20,750
     GOOGL17,858+5,086$20,750
Lululemon Athletica Inc. 102,890 +17,357 $19,503
     LULU102,890+17,357$19,503
Thermo Fisher Scientific Inc 68,280 -3,028 $19,365
     TMO68,280-3,028$19,365
Salesforce.com Inc 129,611 +12,183 $18,662
     CRM129,611+12,183$18,662
Zoetis Inc Cl A 156,980 +7,227 $18,475
     ZTS156,980+7,227$18,475
Akamai Technologies Inc. 197,446 +197,446 $18,065
     AKAM197,446+197,446$18,065
Facebook Inc Class A 106,077 +291 $17,693
     FB106,077+291$17,693
Activision Blizzard Inc. 294,294 +97,686 $17,505
     ATVI294,294+97,686$17,505
Visa Inc. Class A 105,810 -6,246 $17,048
     V105,810-6,246$17,048
CoStar Group Inc 27,672 -9,959 $16,249
     CSGP27,672-9,959$16,249
Vertex Pharmaceuticals Inc. 64,428 +39,654 $15,330
     VRTX64,428+39,654$15,330
Applied Materials Inc. 328,555 -13,883 $15,054
     AMAT328,555-13,883$15,054
Carlisle Companies Inc 106,579 -8,365 $13,352
     CSL106,579-8,365$13,352
Gilead Sciences Inc 174,754 +160,303 $13,064
     GILD174,754+160,303$13,064
Micron Technology Inc. 307,286 -12,109 $12,925
     MU307,286-12,109$12,925
ANSYS Inc 54,282 -3,801 $12,619
     ANSS54,282-3,801$12,619
MasterCard Inc Class A 45,338 -1,849 $10,952
     MA45,338-1,849$10,952
Splunk Inc 86,140 +69,889 $10,873
     SPLK86,140+69,889$10,873
Copart Inc 141,376 +45,557 $9,687
     CPRT141,376+45,557$9,687
Leidos Hldgs Inc 103,547 +60,460 $9,490
     LDOS103,547+60,460$9,490
Apple Inc 36,663 -1,539 $9,323
     AAPL36,663-1,539$9,323
IHS Markit Ltd Shs 145,713 -75,613 $8,743
     INFO145,713-75,613$8,743
Fortune Brands Homes & Sec Inc 200,689 -10,869 $8,680
     FBHS200,689-10,869$8,680
Procter & Gamble Co. 78,345 +57,064 $8,618
     PG78,345+57,064$8,618
Bristol Myers Squibb Company 149,085 +144,956 $8,310
     BMY149,085+144,956$8,310
ASML Hldg NV NY Registry Shs 2012 31,432 +31,432 $8,224
     ASML31,432+31,432$8,224
Roku Inc Cl A 83,564 +83,564 $7,310
     ROKU83,564+83,564$7,310
Insulet Corp. 41,323 -46,816 $6,846
     PODD41,323-46,816$6,846
Verizon Communications 122,867 +116,812 $6,602
     VZ122,867+116,812$6,602
Old Dominion Freight Line Inc 48,237 +48,237 $6,331
     ODFL48,237+48,237$6,331
S&P Global Inc 20,862 -913 $5,112
     SPGI20,862-913$5,112
Goldman Sachs Group Inc 33,039 +33,039 $5,107
     GS33,039+33,039$5,107
The Trade Desk Inc Class A 21,028 +4,095 $4,058
     TTD21,028+4,095$4,058
Idexx Laboratories Corp. 16,577 -46,660 $4,016
     IDXX16,577-46,660$4,016
Merck & Co Inc New 48,777 -143,185 $3,753
     MRK48,777-143,185$3,753
Zoom Video Comm Inc Cl A 25,240 +25,240 $3,688
     ZM25,240+25,240$3,688
Edwards Lifesciences Corp. 19,370 -805 $3,654
     EW19,370-805$3,654
American Tower REIT 16,678 -479 $3,632
     AMT16,678-479$3,632
Sherwin Williams Co 7,805 -519 $3,586
     SHW7,805-519$3,586
Alphabet Inc Class C 3,054 +143 $3,551
     GOOG3,054+143$3,551
Starbucks Corporation 53,612 -182,902 $3,524
     SBUX53,612-182,902$3,524
Intuitive Surgical Inc 6,960 -10 $3,447
     ISRG6,960-10$3,447
SBA Communications Corp New Cl A 12,031 +79 $3,248
     SBAC12,031+79$3,248
Fiserv Inc 31,427 +622 $2,985
     FISV31,427+622$2,985
Estee Lauder Companies Inc. Class 18,343 -73,232 $2,923
     EL18,343-73,232$2,923

See Full List: All Stocks Held By Jag Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Jag Capital Management LLC

Size ($ in 1000's)
At 03/31/2020: $678,553
At 12/31/2019: $880,853

Jag Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Jag Capital Management LLC 13F filings. Link to 13F filings: SEC filings

Jag Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.